a.k.a. Brands Holding (AKA) 2025 Conference September 03, 2025 03:00 PM ET Speaker0Alright. Good afternoon, everyone. For our next presentation, we're excited to have AKA Brands, and presenting from the company is Keon Long.Speaker1Thanks, Cody. Hello, everybody. I'm Kieran Long, the CEO of AKA, and looking forward to talking to you all today about our our business, our brands, and how how we're going to market. So first, a k a, we're a portfolio of brands really focused on that next generation of consumer. ...

A.k.a. Brands (AKA 0.93%), a portfolio company behind digital and omnichannel fashion brands, reported results for Q2 2025 on August 6, 2025. The headline news from the release was stronger-than-expected GAAP revenue of $160.5 million for Q2 2025, ahead of the $155.8 million GAAP analyst estimate, and a GAAP loss per share of $(0.34), also less than the anticipated loss of $(0.505). Revenue grew 7.8% compared to the same period last year. While the net loss (GAAP) widened year over year to $(3.6) million, t ...

Summary of AKA Brands Conference Call Company Overview - **Company**: AKA Brands - **Brands**: Princess Polly, Petal and Pup, Culture Kings, Minimal - **Target Audience**: Next generation consumers, primarily Gen Z and Millennials, who seek fashion inspiration on social media and shop online [1][2] Core Competencies and Differentiation - **Exclusive Products**: All products are exclusive to AKA's brands, allowing for a test and repeat merchandising model that introduces new styles weekly [3][4] - **Marketing Strategy**: Focus on influencer-led marketing, particularly with smaller, authentic influencers rather than mega influencers [4] - **Brand Positioning**: - **Princess Polly**: Targets teens and college consumers with on-trend fashion at accessible prices [4] - **Petal and Pup**: Caters to a slightly older demographic (25-40 years) with elevated styles [4] - **Culture Kings**: Combines sports, music, and fashion, with a mix of first-party and exclusive third-party products [5] Market Expansion and Performance - **US Market Growth**: The US market is 17 times larger than Australia, with 70% of AKA's business now in the US. US sales grew 14% last quarter, marking the sixth consecutive quarter of growth [8][11] - **Store Openings**: Eight stores for Princess Polly are currently open, with plans to reach 13 by year-end. Stores are seen as effective for introducing new customers, with 30% of in-store customers being new to the brand [21][22] Consumer Trends and Insights - **Consumer Engagement**: Active customer count grew 8% year-over-year, with over 4 million active customers. Customers engage daily with new styles introduced weekly [26][31] - **Wholesale Partnerships**: Successful partnership with Nordstrom, with 95% of customers being new to the brands. Petal and Pup is seeing category expansion opportunities through this channel [15][16][18] Marketing and Customer Acquisition - **Marketing Spend**: Approximately 12% of sales are spent on marketing, focusing on influencer marketing and evolving content across various platforms [35][37] - **Customer Acquisition Strategy**: Focus on expanding the customer base through diverse marketing channels, including TikTok and Pinterest [27][28] Financial Performance and Projections - **Profitability**: All brands are profitable and generate cash. The company aims for low teens EBITDA margins as it scales [54][56] - **Dynamic Environment**: The company is prepared for a dynamic market environment, leveraging short lead times for product flexibility [39][42] Challenges and Opportunities - **Tariff Impact**: The company is actively working to mitigate tariff impacts by diversifying its supply chain away from China and negotiating discounts with vendors [42][43] - **Growth in Australia**: Australia has returned to growth with a 6% increase in Q1, driven by improved performance of women's brands and the Culture Kings model [44][45] Long-term Outlook - **Growth Potential**: Significant growth opportunities in the US market across online, wholesale, and store channels. The test and repeat model is expected to reduce merchandising risk and enhance gross margins [57][59] - **Future Strategy**: Continued investment in marketing and store openings, with a focus on being where customers are, whether online or in physical locations [22][60]